European-based investment management technology firm seeks a pre-sales professional for NYC office

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Imported from previous forum

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A European-based investment management technology firm is currently looking to hire a pre-sales professional to their NYC office. This is a fantastic opportunity for those who love an entrepreneurial work environment combined with the fiscal stability of a large company (600 employees worldwide, 15 in NYC). A pre-sales professional in this field would be an ideal candidate, but fund accountants with knowledge of investment management systems would work very well. 4 weeks vacation, lots of opportunity to travel. Very open corporate culture, ambitious yet relaxed. This firm believes in empowering it*s employees and look for those who can work independently. 80-90k base + bonus.

MAIN RESPONSIBILITIES

Sales Tasks

  • Assist sales staff in qualifying sales cases to ensure that the company only takes on cases within our immediate customer segments, and that the company is not committed beyond its capabilities.
  • Assist the sales force in answering Requests for Proposals and Requests for Information.
  • Provide highly qualified consulting to potential customers during sales presentations and workshops.
  • Represent the firm at conferences and trade shows.
  • Provide high-level presentations to outside consulting companies, analysts, etc.

Competence Building

  • Build, maintain and expand own knowledge of system to be able to give high level management presentations as well as focused workshops in all areas of the system.
  • Participate in the development of a global PreSales database with general as well as market specific examples that are documented and reusable for increased efficiency in the overall PreSales operation in participating market units of the group.
  • Train local staff in the operations of the system.
  • Proactively work with the Sales Support tools (CRM and Incident Management), mainly to secure those incidents, related to sales cases on stage 40 or above in Siebel, are logged, that we follow up on them and that we can deliver on time, but also to support Siebel in being the sales coordination tool of the group.

Product Development Support

  • Analyze gaps between the capabilities of the system and the requirements of our target segments in North America on an ongoing basis.

Miscellaneous

  • With a positive attitude contribute to the further development of a strong team in the United States.

  • This firm is a small market unit, and from time to time tasks that have little connection with pre-sales work will have to be carried out.
    OBJECTIVES OF THE JOB

  • Build up knowledge of this firm*s systems that allows the Pre Sales Function to handle most sales projects independently.

  • Contribute to the achievement of the firm*s sales objectives

  • Contribute to ensuring that the system is in constant sync with the requirements of target segments in North America, through a constant effort of gathering and routing market information to relevant people in the rest of the organization.

B. CO-OPERATION/INFORMATION REQUIREMENTS

  • Co-operation with Market Support in Copenhagen
  • Close co-operation with sales staff and customer services staff with the purpose of ensuring an efficient pre-sales environment

RESPONSIBILITIES

The job owner bears the full responsibility for the tasks listed under B, which he/she fulfils within the framework of his/her authority in the job.

E. REQUIREMENTS (EDUCATION AND EXPERIENCE)

G.1 Education/Expertise

  • University degree within economics, physics or mathematics
  • In depth knowledge of capital markets and investment management
  • 1-2 years experience in the industry
  • Good planning skills
  • Negotiating skills
  • Accuracy and timeliness
  • Empathy